Job Role: Sales / Business Development Executive Mutual Funds
Key Responsibilities:
Connect with potential and existing clients to generate leads and investment conversations.
Achieve monthly and quarterly business targets through proactive client engagement and follow-ups.
Understand client requirements and communicate confidently and professionally.
Handle basic client queries and maintain a positive customer experience.
Learn about mutual funds, investment products, and financial markets through training.
Complete the NISM Series V-A certification within the required timeline.
Requirements:
Bachelor’s degree in Finance or any relevant discipline. Other graduates with a robust aptitude for sales may also apply.
Freshers or candidates with up to 1 year of experience in sales, telecalling, customer service, or related roles.
Excellent communication skills in English and Hindi.
Confident, spontaneous, and comfortable working in a target-driven workplace.
Basic knowledge of MS Office (Excel, Word & PowerPoint).
Interest in finance and investments.